See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,418 | $105,998+68.3% | $92,233+93.4% | $147,584+20.9% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 14.97% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $10,993 | $4,333+153.7% | $3,679+198.8% | $4,876+125.4% |
| Participant deferral / active EE | $8,730 | $4,478+95.0% | $3,897+124.0% | $5,439+60.5% |
| Admin fee / account holder | $2,504 | $6,332-60.5% | $5,194-51.8% | $10,885-77.0% |